Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Envestnet Portfolio Solutions’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,280
Closed -$221K – 1541
2025
Q1 		$221K Sell
2,280
-176
-7% -$16.9K ﹤0.01% 1453
2024
Q4 		$234K Buy
+2,456
New +$238K ﹤0.01% 1616

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $476M AUM 12.21% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Envestnet Portfolio Solutions's CORP Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2025, closing a stake of 2,280 shares — an estimated $221K sold.

Envestnet Portfolio Solutions first reported a position in CORP in Q4 2024 and held it in 2 quarters. The position peaked at $234K in Q4 2024. 173 funds tracked by Wall St. Rank hold CORP as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,280 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $221K.
  • Envestnet Portfolio Solutions first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $234K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.